New at Yext

Here are release notes for the latest features and enhancements from Yext (formerly Hearsay Systems). Click Subscribe to Updates to have future updates delivered to your inbox.

a month ago

August 2025 Product Release

Here's what's in the August 6th release:

Relate

  • Conversation labels available in Relate
  • Workspace templates in Embedded Relate
  • Navigation and icon updates in Embedded Relate

Social

  • Get earlier notification that your LinkedIn account connection will expire soon

Actions

  • Admins can now manage Actions flow sources
  • New date/time variable in Actions message templates
  • Actions Outcome Survey removed from the platform

Data & Analytics

  • Date range selector now available in the Relate Insights Dashboard 
  • Reporting now available for PII detection and text redaction
  • Engagement All Data report now has comments made on comments
  • Actions Outcome Survey data removed from reports and dashboards

Relate

Conversation labels available in Relate

Relate users can now organize and manage their conversations more efficiently using labels. Conversation labels allow users to categorize and filter for their conversations based on their own custom criteria, such as context, urgency, or contact type. 

To manage labels, click the 3 dot menu icon in the upper right corner of an open conversation, then click Label as. From there, you can create or delete labels, edit labels, or select a label to apply to the open conversation. 

Users can apply up to three labels per conversation and each label must be 30 characters or less. When creating a new label, select from a list of eight colors to distinguish your label from others.

Labels can be applied to conversations directly from the conversation list or within individual conversations through a dropdown menu. Users can filter for labels in their conversations by clicking Filter > Advanced Filters. The system supports up to 30 labels per workspace and prevents duplicate label names. If a label is in use, the user receives a warning message asking them to confirm the deletion. 

To get conversation labels in Relate, contact Support at support@hearsaycorp.com with the email title “Relate conversation labels, August 2025”.

Workspace templates in Embedded Relate

Users can now create and edit workspace templates in Embedded Relate, allowing individual workspace owners and delegates to create a custom library of text message templates. Custom templates tailored to the user’s Salesforce workflows help ensure quick and concise replies are available for the most common topics and requests. Previously, workspace templates were only available in the Yext platform and on Mobile.

To manage workspace templates in Salesforce Embedded Relate, click your profile avatar, then click  Settings. 

Templates page 

Template creation page

Selecting a template

Users don’t need to copy over or recreate existing templates. Any templates the user has already created in Yext appear in their template list automatically. 

Here are some guidelines for managing templates:

  • A maximum of 20 templates can be created.
  • Templates can contain URLs, but no attachments such as images or PDFs.
  • Published templates cannot be edited. If a template needs to be changed, it must first be deleted and then recreated with edited text.
  • Deleted templates cannot be viewed or retrieved.

To get workspace templates for your organization, use this link to update to the latest version (4.24) of Embedded Relate. Then, email Support at support@hearsaycorp.com with the email title “Workspace templates Embedded Relate, August 2025”.

Navigation and icon updates in Embedded Relate

We have made two minor changes to the Embedded Relate interface in order to streamline the user experience and improve the look and feel of the tool. 

Settings menu has moved

The Settings option has been moved to the dropdown menu of the workspace avatar. Users can access Settings from the widget and the utility view. The Settings page is used only to manage out-of-office autoreplies and workspace templates, so if those things are not enabled for the user, the Settings page doesn’t appear in the drop down. 

New Settings location in drop down

Updated attachments icon

The attachments icon in a message has been updated to an image icon instead of a paperclip. The change helps clarify that only images can be used as attachments in Embedded Relate messages.

Note: Users might need to clear their cache in order to see the new icon.

New attachment icon 

To get these changes, use this link to update to the latest version (4.24) of Embedded Relate.

Social

Get earlier notification that your LinkedIn account connection will expire soon

Two improvements to the LinkedIn connection expiration functionality help prevent unexpected disruptions to the user experience. For information about these improvements in the Help Center, see Send LinkedIn Authentication Expiration Notification to Users.

Note: Users must wait until their LinkedIn authentication expires before reauthenticating. Users can proactively disconnect and reconnect to restart the token expiration date.

Expiration notification

Organizations can now opt-in to send a notification to users warning them that the connection between Yext and their LinkedIn account is about to expire. When enabled, users receive a one-time app notification and email notifying them that their LinkedIn account connection expires in x days. Your organization can configure how many days in advance to send the notification and email. 

To get this feature, contact support at support@hearsaycorp.com with the email titled “LinkedIn account expiration notification, August 2025”. 

Expiration notification

Expiration email

Accounts page expiration countdown

Users can go to their Accounts page to see how many days are left before their LinkedIn account connection expires. The number of days remaining appears below their LinkedIn account information. 

This feature is ON by default for all organizations, but to opt out, please contact support at support@hearsaycorp.com with the email titled “Opt-out of Accounts page LinkedIn expiration countdown”, August 2025

Accounts page countdown

Actions

Admins can now manage Actions flow sources

As an admin, you can now independently add, delete, and rename action flow sources without external assistance, allowing for more flexible and efficient management of flow sources. 

To edit a flow source, go to the Actions Settings page and click the Configuration tab. 

To prevent errors, the name of each Action flow source should exactly match the corresponding value in your external system (CRM). To help catch any accidental mismatches, a warning message appears if the name you enter doesn’t match CRM values.

As part of this new functionality, we have removed the read-only message about the Relate Attestation and flow source channels from the Actions interface.

Action Flow Source editor 

New date/time variable in Actions message templates

A new dedicated date/time variable allows Actions to list dates and times in a user-friendly and localized format, for example, “July 15, 2025 at 10:15 AM”. The new variable makes Actions templates easier to manage in tokens and APIs and improves the readability of meeting reminders, schedules, and automated notifications.

The new variable accepts ISO 8601 local and offset date/times in extended form with T separator between the date and time. Optionally, second fragments are also allowed.

Format: YYYY-MM-ddTHH:mm:ss[.S][Z]

Example date/times: 2025-06-12T14:23:00, 2025-06-12T14:23:00.240943, 2025-06-12T14:23:00+0400, 2025-06-12T14:23:00.465467+0600

Use the Message Templates editor to select the desired date/time format that will appear in messages. For the correct time to appear in the templated messages, please ensure the date/time data is represented in the correct timezone. 

Message Template editor with new variable options

Actions Outcome Survey removed from the platform

Due to low usage, the Outcome Survey has been removed from Yext.

Data & Analytics

Date range selector now available in the Relate Insights Dashboard 

Users can now use a date range selector in the Relate Insights Dashboard in order to get more granular workspace-level Relate data. The user can select from 4 options: past 1 day, past 7 days, past 30 days and past 90 days. Previously, users could only see the past 30 days worth of data.

To access the new date range option:

  1. In the side menu, click Insights, then click the Relate tab.
  2. In the Filters section, select a Date Range option, then click Filter Report.

New Date Range filter 

Reporting now available for PII detection and text redaction

Reporting data is now available in the Review Alerts All Data Report that shows whether PII was detected, what kind of PII it was, and whether the message was redacted in Relate. Two new fields have been added to the report:

  • PII Details: Card Number, License Plate, Driver License Number, etc
  • Text Redacted: yes/no (yes means the text was redacted in the message)

In addition, the existing Review Types field will have two new categories:

  • Financial PII
  • Car & Driver PII

New Review Type categories

New fields

Engagement All Data report now has comments made on comments

Comments made on other social media comments will now be reported as comments in the Engagement All Data Report, allowing for more granular visibility on post engagement. Previously, original comments were reported but any follow-up comments made on the original comment were not reported. These activities are captured and reported for Facebook, LinkedIn, and Instagram.

Actions Outcome Survey data removed from reports and dashboards

As part of other Actions product changes, Outcome Survey data is longer available and has been removed from the platform.

The following fields have been removed from the Breakdown by Actions Workspace Report:

  • Outcome surveys completed 
  • Contacts Converted to Clients 
  • Contacts Not Interested 

The following field has been removed from the Actions Outcome Value Measure Dashboard:

  • Contact Action Result